by Aptus PM Team | Jun 17, 2022 | Blog, Charts, Market Updates
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: JL: by any measure, the inflation picture is different than the past two decades Source: PGM Global as of 6/14/2022 Dave: heading for only the...
by Aptus PM Team | Jun 14, 2022 | Blog, Bonds, Macro Updates
Peak Inflation… Think Again! Source: Bianco Research. As of 6/10/22 CPI rose 1.0% MoM and 8.6% YoY (a new high) in May. The core CPI again surged 0.6% MoM and 6.0% YoY. Inflation looks to be broadening… The Bones of the Report May’s report...
by Aptus PM Team | Jun 10, 2022 | Blog, Charts, Market Updates
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: 1) JD: this stayed on the “anti-correlation” side for a few years but 2022 has kicked off another red/high correlation period ...
by Aptus PM Team | Jun 3, 2022 | Blog, Charts, Market Updates
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Dave: market selloffs of the past decade have repriced equities to mid-teens PE ratios. This one not in that range yet, at least on a trailing basis...
by Aptus PM Team | Jun 3, 2022 | Blog, Macro Updates, Market Updates
We are beginning a new regime as the Fed moves to reduce the size of its balance sheet which has grown to nearly $9 Trillion. Since March 2020, the Fed has made more than $4T in bond purchases. Now, to fight inflation, the Fed will begin to let some of their bonds...
